• Create a new payment query.
    • On Criteria tab, select the following:

      Basic Payment, then Payment date, and set the operator to specific range and the value to the date range of payments to include

      AND Student Billing Payment, then Payment Summary Information, and select Applied Amount (Set to 'not blank' to include payments with any applied amount, and set 'Amount available to apply' to 'not blank' to see any available to apply amount for this payment).
    • Select any additional Criteria you want to filter on and any fields on the Output tab.
    • Run the query and review the results.